🎉 Exciting News! 🎉 OakWood Financial Services Announces Leah Granger, CFP®, AIF®, CSRIC™ as a Partner! We are thrilled to have Leah Granger join our leadership team. Her extensive experience and passion for financial planning will enhance our ability to deliver top-notch solutions for our clients. As a female partner, Leah Granger adds invaluable diversity and a host of benefits to our firm. We celebrate her accomplishments and eagerly anticipate reaching even greater heights together. With over 15 years of experience in the financial services industry, she brings a wealth of knowledge and a passion for helping clients realize their financial goals. Her dedication to delivering exceptional financial solutions and commitment to client success align perfectly with our firm's core values. As a Partner, Leah Granger will play a key role in shaping our firm's strategic direction, driving innovation, and further strengthening our commitment to providing personalized financial planning services. Please join us in congratulating Leah Granger on her well-deserved promotion to Partner! We are excited about the opportunities that lie ahead and look forward to the continued growth of OakWood. #FinancialPlanning #FemaleLeadershipTeam #NewPartner #ClientSuccess
OakWood Financial Services
Financial Services
Rochester, New York 49 followers
Delivering customized solutions that help build and preserve your wealth – we’re here to guide you along the way.
About us
What separates OakWood Financial Services from others is the personal connections we share with our clients. Mutual trust is built by listening to what you hope to accomplish and then providing you with the knowledge and guidance needed to feel secure in making the financial decisions to get there. OakWood was founded in 1999 as an independent firm with the overriding principle to prioritize our clients’ best interest. Whether you are retired, preparing for retirement, experiencing a life change, or accumulating for college, our advisors offer their own area of specialization to help meet your planning and implementation needs. Interested in hearing more? Reach out to have a complimentary conversation with an advisor today. 585-787-6870 Locations: 190 Linden Oaks, Suite A, Rochester, NY 14625 (Primary) 26 E South Street, Geneseo, NY 14454 The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org - www.sipc.org, a Registered Investment Adviser.
- Website
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http://www.oakwoodaccess.com
External link for OakWood Financial Services
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Rochester, New York
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Wealth Management, Investment Management, Strategic Tax Planning, Socially Responsible and Sustainable Investing, Wealth Management for Women, Retirement Planning, Personal Financial Planning, College Planning, Estate Planning, and Wealth Preservation Planning
Locations
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Primary
Get directions
190 Linden Oaks
Suite A
Rochester, New York 14625, US
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Get directions
26 E South St.
Geneseo, New York 14454, US
Employees at OakWood Financial Services
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Dan Schmitz, CFP®, AIF®, CLTC
President & Founder, OakWood Financial Services | Understandable Retirement Planning based on Active Listening and Sharp Guidance | Professional Dad…
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Michael McNaughton, CFP®, CPWA®, CLU®, CLTC, AIF®
CEO & Founder, OakWood Financial Services | Specializing in Why and When to Retire | Resolute Buffalo Bills Fan and Golf Enthusiast
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Christina Doody
Financial Assistant
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Erica Cook
Financial Assistant